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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
1676
Portland Global Advisors
Maine
$244K – – –
AL
1677
Aspiriant LLC
California
$244K +$48.7K +96 +24%
RCP
1678
Rothschild Capital Partners
New York
$244K +$249K +490 New
DIM
1679
Delta Investment Management
California
$243K -$1.52K -3 -0.6%
KFI
1680
Key Financial Inc
Pennsylvania
$243K -$45.7K -90 -16%
HCM
1681
Hengehold Capital Management
Ohio
$242K -$25.9K -51 -9%
BSHC
1682
Breed's Hill Capital
Massachusetts
$242K +$247K +486 New
WWM
1683
Wolff Wiese Magana
California
$242K +$18.8K +37 +8%
GWM
1684
Gitterman Wealth Management
New Jersey
$241K +$13.2K +26 +6%
SIMG
1685
Stephens Investment Management Group
Texas
$240K – – –
DWM
1686
Darwin Wealth Management
Florida
$240K -$22.8K -45 -9%
PWM
1687
Pines Wealth Management
North Carolina
$239K +$251K +495 New
MS
1688
Maven Securities
Jersey
$238K -$338K -666 -58%
HI
1689
Hendershot Investments
Virginia
$238K +$4.06K +8 +2%
AWE
1690
Avidian Wealth Enterprises
Texas
$238K +$33.5K +66 +16%
WB
1691
West Bancorporation
Iowa
$237K -$8.12K -16 -3%
RA
1692
Ruggaard & Associates
Ohio
$237K -$57.3K -113 -19%
RB
1693
Renasant Bank
Mississippi
$237K +$8.12K +16 +3%
FIM
1694
Freedom Investment Management
Connecticut
$236K -$18.3K -36 -7%
APWM
1695
Argonautica Private Wealth Management
Massachusetts
$236K – – –
NCM
1696
Next Capital Management
New York
$236K +$241K +474 New
HAS
1697
HBW Advisory Services
California
$236K +$240K +473 New
KWA
1698
Kondo Wealth Advisors
California
$235K +$239K +472 New
S
1699
Sunpointe
Missouri
$235K – – –
EAM
1700
Empirical Asset Management
Massachusetts
$235K +$3.43M +6,755 New
66 67
68
69 70